The automatic import option imports posted transactions from selected live bank accounts into configured Institution Books. Its consent text includes available history and states that you will review categories before posting.
- Confirm the selected company and accounts. Check that the relevant accounts are mapped to the correct financial accounts.
- Read the automatic import checkbox text, then enable it if you want future eligible feed activity imported.
- Save with Save accounts and import. Read the resulting message and allow queued sync work to finish.
The control appears when the company’s native books and the live connection support this workflow. Sandbox sample data and an unconfigured accounting source do not become production accounting records through this setting.
Review what arrives
Check imported dates, source accounts and amounts against the bank. Transfers, card payments and uncertain categories still need review. An automatic import is not an approval of the accounting category or a confirmation that every statement period is complete.
If you change the selected accounts later, save those changes too. Before importing overlapping statements manually, inspect the existing feed activity and duplicate checks so the same bank movement is not added as a second independent transaction.
Was this article helpful?
Tell us whether this answered the question you came with.